Ten Innovative Ideas for Small Credit Union Marketers

 Business Development/Marketing

Registration and Pricing Information

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Registration Investment:
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$200 for Affiliates Non-PLP
Non-Affiliated Contact Leslie Poole

Program Description

One of the most frequent questions we hear as marketers in the financial industry is “Why can’t we do that?” What’s in Your Toolbox? looks at key consumer trends and examples of cutting-edge innovations and pairs them with delivering better service to your members.

We break down how to be most effective with your marketing strategy, taking consumer trends and innovations and applying them to credit union practices to be scalable for any size of credit union. Ultimately, these will further propel your brand, mission and better acquire members.

After attending What’s in Your Toolbox? attendees will understand and be able to take away the following action items:

  • Key trends and innovative practices taking place in the marketplace today
  • How to extrapolate and scale these trends and innovations for your own credit union to better market and acquire members
  • What’s next for banking innovation and technology based on trends we see today, and how your credit union can use these trends

Using the knowledge and take-away action items from the presentation, attendees will be able to put the following practices into play at their own organization:

  • Identify important consumer trends
  • Build marketing plans that strategically embrace trends
  • Execute on creating innovation for your credit union
  • Drive more (and better) member engagement

Program Length: 60 Minutes

Who Should Attend

  • Marketing
  • Business Development
  • Operations
  • Lending

Meet The Presenter:

With more than nine years of financial background and marketing experience, Aaron Gregerson understands the challenges facing credit unions in an ever-changing financial marketplace. Drawing on his unique experiences, Aaron delivers exciting and fresh ideas to put marketing in motion.

Aaron started his career by understanding the important role that operations plays in enhancing branding and moving marketing forward in sales and service culture, successful cross-selling, community business development, and team building. Having served as a Marketing and Business Development manager for a $320 million credit union with approximately 30,000 members, he can share his successes in building and growing a new business development department, growing your membership, Life Stages marketing, market segmentation, increasing brand awareness, and identifying and selling your difference.


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